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Concurrent Investment Advisors’s Morgan Stanley MS Stock Holding History

Concurrent Investment Advisors’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-100
Closed -$14.1K – 1563
2025
Q2 		$14.1K Hold
100
– – ﹤0.01% 1387
2025
Q1 		$11.7K Hold
100
– – ﹤0.01% 1227
2024
Q4 		$12.6K Buy
+100
New +$12.3K ﹤0.01% 1103

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Concurrent Investment Advisors's MS Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its Morgan Stanley (MS) stake by 18% in Q1 2026, selling an estimated $2.36M and leaving 62,689 shares worth $10.3M. The position accounts for 0.11% of the portfolio, ranked #199.

Concurrent Investment Advisors first reported a position in MS in Q4 2023 and has held it in 10 quarters since. The position peaked at $13.6M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Concurrent Investment Advisors held 62,689 shares of Morgan Stanley worth $10.3M as of Q1 2026.
  • Concurrent Investment Advisors sold 13,649 Morgan Stanley shares in Q1 2026, an estimated $2.36M.
  • Morgan Stanley made up 0.11% of Concurrent Investment Advisors's portfolio in Q1 2026, its #199 holding.
  • Concurrent Investment Advisors first reported a position in Morgan Stanley in Q4 2023 and has held it in 10 quarters since.
  • Concurrent Investment Advisors's Morgan Stanley position peaked at $13.6M in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.